Institutional Ownership Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX). We have compiled data on the 617 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $7.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
25,674
shares
|
$760,720
0.05% of portfolio
|
Q1 2025
Reduced 15.23%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
25,469
shares
|
$754,646
0.49% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
25,169
shares
|
$745,757
0.01% of portfolio
|
Q1 2025
Added 69.1%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
25,140
shares
|
$744,898
0.09% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,000
shares
|
$740,750
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
24,931
shares
|
$738,705
0.09% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
24,233
shares
|
$718,023
0.28% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
24,227
shares
|
$717,846
0.06% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
24,158
shares
|
$715,801
0.15% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
24,082
shares
|
$713,549
0.17% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
23,901
shares
|
$708,186
0.57% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
23,377
shares
|
$692,660
0.12% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
23,132
shares
|
$685,401
0.1% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
22,903
shares
|
$678,615
0.28% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
22,873
shares
|
$677,726
0.1% of portfolio
|
Q1 2025
Reduced 60.09%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
22,799
shares
|
$675,534
0.42% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
22,531
shares
|
$667,593
0.01% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
22,443
shares
|
$664,986
0.4% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
22,303
shares
|
$660,837
0.81% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
22,293
shares
|
$660,541
0.04% of portfolio
|
Q1 2025
Added 48.03%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
22,194
shares
|
$657,608
0.04% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
22,114
shares
|
$655,237
0.5% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
21,982
shares
|
$651,326
0.41% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$648,808
0.45% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
21,706
shares
|
$643,148
0.17% of portfolio
|
Q1 2025
Reduced 13.12%
|